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830 Brickell Plaza Suite 4800, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-30 |
Branch Locations
555 Mission Street Suite 3325, San Francisco, CA 94105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ebert Capital Management | Eureka | CA | 08/2024 | 03/2025 |
| Hansen & Pereira, Professional Fiduciaries | Eureka | CA | 03/2024 | 08/2024 |
| Hansen & Pereira, Professional Fiduciaries | Eureka | CA | 01/2022 | 03/2024 |
| Leach Water Systems | Mckinleyville | CA | 09/2021 | 01/2022 |
| Arcata Theatre Lounge | Arcata | CA | 04/2021 | 09/2021 |
| Sushi Spot | Arcata | CA | 01/2017 | 05/2018 |
| The Eatery | Trinidad | CA | 07/2019 | 08/2019 |
| Uc Santa Cruz | Santa Cruz | CA | 08/2019 | 12/2020 |
| Unemployed | Trinidad | CA | 12/2020 | 04/2021 |
| Uc Santa Cruz | Santa Cruz | CA | 05/2018 | 07/2019 |
| Cal Poly San Luis Obispo | San Luis Obispo | CA | 06/2016 | 01/2017 |
| Corient | San Francisco | CA | 12/2025 | Present |
| Corient Services Llc | Miami | FL | 12/2025 | Present |
| Ebert Capital Management | Eureka | CA | 04/2025 | 11/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-26 |
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